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Lakeshore Capital Group’s iShares MBS ETF MBB Stock Holding History

Lakeshore Capital Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
16,344
-1,516
-8% -$143K 1.14% 25
2026
Q1 		$1.7M Sell
17,860
-280
-2% -$26.8K 1.38% 22
2025
Q4 		$1.73M Buy
18,140
+128
+0.7% +$12.2K 1.38% 21
2025
Q3 		$1.71M Buy
18,012
+3,035
+20% +$285K 1.38% 19
2025
Q2 		$1.41M Sell
14,977
-194
-1% -$18K 1.25% 24
2025
Q1 		$1.42M Buy
+15,171
New +$1.4M 1.37% 22

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lakeshore Capital Group's MBB Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares MBS ETF (MBB) stake by 8.5% in Q2 2026, selling an estimated $143K and leaving 16,344 shares worth $1.54M. The position accounts for 1.14% of the portfolio, ranked #25.

Lakeshore Capital Group first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lakeshore Capital Group held 16,344 shares of iShares MBS ETF worth $1.54M as of Q2 2026.
  • Lakeshore Capital Group sold 1,516 iShares MBS ETF shares in Q2 2026, an estimated $143K.
  • iShares MBS ETF made up 1.14% of Lakeshore Capital Group's portfolio in Q2 2026, its #25 holding.
  • Lakeshore Capital Group first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Lakeshore Capital Group's iShares MBS ETF position peaked at $1.73M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.